FP&A Manager

Get roles like this by email

New Finance roles in Waterloo Region, mailed the morning after they appear, and The Weekly each Monday.

Change or stop it from any email.

Title: FP&A Manager <\\/span><\\/span><\\/p>Team: Finance <\\/span><\\/span><\\/p>Location:\\ Hybrid preferred with strong proximity to one of our hubs (Burlington,\\ Waterloo, Houston); remote considered <\\/span><\\/span><\\/p><\\/div>About the Role<\\/span><\\/span><\\/span> <\\/span><\\/span><\\/h1>Finance at Mach7 is moving from a transactional function to\\ a strategic, technology-enabled partner to the business. As FP&A Manager,\\ you will own Mach7\\u2019s forward-looking financial planning and analysis, turning\\ data from our finance and revenue systems into forecasts, models, and insight\\ that the CFO, CEO, and commercial teams use to make decisions. <\\/span><\\/span><\\/p>You will also help modernize how Finance works, using\\ automation and AI to replace manual spreadsheet processes, and you will lift\\ the capability of the team around you. You will work closely with the CFO,\\ Controller, and Assistant Controller, and help prepare information for the\\ Board, the Audit & Risk Committee, our auditors, and our corporate services\\ provider. <\\/span><\\/span><\\/p>What You'll Do<\\/span><\\/span><\\/span> <\\/span><\\/span><\\/h1>Planning and forecasting<\\/u> <\\/span><\\/span><\\/p>Own the annual budget and rolling forecast\\ process across the Group, including consolidation to AUD and treatment of\\ functional currencies. <\\/span><\\/span><\\/span><\\/li>Build and maintain the cash flow forecast and\\ profit forecast, and report variances against budget and prior forecast for\\ input into Board and Audit & Risk Committee reporting. <\\/span><\\/span><\\/span><\\/li><\\/ul>Modeling and technical support<\\/u> <\\/span><\\/span><\\/p><\\/span>Build and maintain valuation and scenario\\ models, and prepare the forecast inputs used in impairment testing and going\\ concern assessments, for CFO review. <\\/span><\\/span><\\/span><\\/li>Support transfer pricing, inter company funding,\\ and other entity-level analysis with modeling. <\\/span><\\/span><\\/span><\\/li><\\/ul>Commercial partnering<\\/u><\\/span> <\\/span><\\/b><\\/span><\\/p>Analyze pricing, contract profitability, and\\ margin by product, customer, and entity. <\\/span><\\/span><\\/span><\\/li>Analyze and forecast the sales pipeline with\\ RevOps, and link pipeline and bookings to revenue, deferred revenue, and cash. <\\/span><\\/span><\\/span><\\/li>Provide clear commercial insight and\\ recommendations to the CFO. <\\/span><\\/span><\\/span><\\/li><\\/ul>Finance transformation<\\/u> <\\/span><\\/span><\\/p><\\/span>Identify and implement automation, reporting,\\ and AI tools to reduce manual work in budgeting, forecasting, and reporting. <\\/span><\\/span><\\/span><\\/li>Document models and processes so they are\\ reliable, reviewable, and not dependent on one person. <\\/span><\\/span><\\/span><\\/li>Coach colleagues in Finance on analysis,\\ modeling, and new tools, and share practical ways of working that others can\\ adopt. <\\/span><\\/span><\\/span><\\/li><\\/ul>What\\ We're Looking For<\\/span><\\/span><\\/span> <\\/span><\\/span><\\/h1>Required <\\/span><\\/span><\\/p>· <\\/span><\\/span><\\/span>5\\u20138 years in FP&A, management accounting,\\ commercial finance, or a similar analytical finance role. <\\/span><\\/span><\\/p>· <\\/span><\\/span><\\/span>Proven ownership of a budget and rolling\\ forecast, including cash flow and profit forecasting. <\\/span><\\/span><\\/p>· <\\/span><\\/span><\\/span>Advanced Excel and financial modeling skills,\\ with live-formula, auditable models. <\\/span><\\/span><\\/p>· <\\/span><\\/span><\\/span>Experience with a cloud ERP or accounting system\\ and BI or reporting tools. We use Sage Intacct, so experience with it is\\ helpful but not essential. <\\/span><\\/span><\\/p>· <\\/span><\\/span><\\/span>Strong working knowledge of AI and automation\\ tools, with examples of using them to improve how you work. <\\/span><\\/span><\\/p>· <\\/span><\\/span><\\/span>Clear written and verbal communication,\\ including the ability to explain numbers to non-finance colleagues. <\\/span><\\/span><\\/p>· <\\/span><\\/span><\\/span>Tertiary qualification in finance, commerce,\\ economics, analytics, or similar. A professional accounting or finance\\ designation (CA, CPA, CFA, CMA) is required. <\\/span><\\/span><\\/p>Preferred <\\/span><\\/span><\\/p>· Experience in software, SaaS, or health\\ technology, including recurring revenue, deferred revenue, and contract-based\\ revenue.<\\/span><\\/span><\\/span> <\\/span><\\/span><\\/p>· Exposure to multi-entity,\\ multi-currency consolidation, or to an ASX-listed or similarly regulated\\ environment.<\\/span><\\/span><\\/span> <\\/span><\\/span><\\/p>· Experience supporting a sales or RevOps\\ team with pipeline and bookings analysis.<\\/span><\\/span><\\/span> <\\/span><\\/span><\\/p> <\\/span><\\/span><\\/span> <\\/span><\\/span><\\/p>We recognize\\ that candidates bring diverse experiences and backgrounds. If you don\\u2019t meet\\ every requirement, we still encourage you to apply! Many strong candidates\\ don\\u2019t check every box. We value potential, growth, and impact as much as\\ experience.<\\/span><\\/span><\\/span> <\\/span><\\/span><\\/p> <\\/b><\\/span><\\/span><\\/p>Who You Are<\\/b> <\\/span><\\/span><\\/p>Humble, hungry, and smart. You\\ learn quickly, take feedback well, and want to grow with a small, changing\\ business.<\\/span><\\/span><\\/span> <\\/span><\\/span><\\/span><\\/li>Technology-native. You\\ default to automating and improving a process rather than repeating it by hand,\\ and you apply judgment to what AI tools produce.<\\/span><\\/span><\\/span> <\\/span><\\/span><\\/span><\\/li>A strong team player. You\\ will pitch in on whatever the team needs, including work outside the job\\ description, when the business needs it.<\\/span><\\/span><\\/span> <\\/span><\\/span><\\/span><\\/li>A natural teacher. You\\ help colle…